Define CRM Defaults

Explanation

This activity is used to view or modify CRM defaults.

Prerequisites

This activity has no prerequisites.

System Effects

Values can be defined for defaults in CRM and is available for use.

Window

CRM Basic Data

Related Window Descriptions

CRM Basic Data
CRM Basic Data/CRM Defaults

Procedure

  1. Open the CRM Basic Data window and click the CRM Defaults tab.
  2. Populate records.
  3. Enter a value for selected default in the Value field.
  4. Save the information.